- DNV’s Energy Transition Outlook reveals that recent US green policy reversals may slow decarbonisation but barely affect global progress.
- The report shows that global clean energy growth, driven by China’s rapid renewable expansion, keeps the energy transition on track.
Recent policy changes in the United States are slowing its decarbonisation drive. However, DNV’s Energy Transition Outlook confirms that the global energy transition remains steady. The report explains that renewed American support for fossil fuels could delay carbon cuts by about five years. As a result, annual emissions may rise by 500 to 1,000 million tonnes compared with earlier forecasts.
DNV says the overall effect on global progress will be “only marginal”. Other regions, particularly China, are advancing clean energy much faster.
Remi Eriksen, Group President and Chief Executive of DNV, stressed the need for a global outlook. “The global energy transition is not stalling; it is evolving,” he said. “Momentum is shifting to regions investing heavily in clean technologies. Security has become the key driver of energy policy, and this shift is speeding up the move to renewables.”
China’s strong push for clean energy will balance much of the US slowdown. By 2025, it will provide 56% of all global solar installations and 60% of new wind capacity. Its growing export of renewable technologies also supports the worldwide transition.
DNV expects the energy mix in 2050 to split evenly between fossil and non-fossil fuels. It predicts that global carbon dioxide emissions will be 4% higher than last year’s forecast but still 43% lower than today’s levels.
The report highlights how energy security policies are cutting emissions. Europe’s decision to rely less on imported fossil fuels will reduce its emissions by 9% by 2050.
While each region moves at a different pace, the overall direction stays clear. The Energy Transition Outlook concludes that, despite policy shifts, the world continues to move towards a clean, secure, and sustainable energy future.